Partial Client List

Advisory Services, International

Alzheimer’s Association

Bank of America

Charles Schwab Corporation

Chevron Corporation

Cisco Systems, Inc.

Executive Solution Partners, LLP

Genentech, Inc.

National Association of Realtors^®

County of San Mateo California

Pacific Gas & Electric Company

Silicon Valley Bank

Williams-Sonoma, Inc.

 

Among the powerful tools we use to get the right results:

SNAPP™, the simple, repeatable, 5-step approach to goal achievement is the framework for every client engagement

The VIRTUAL GURU™ audio capture and presentation of experts’ words of wisdom (W.O.W.) is a unique training tool for preserving organizational IP

 

 

How you benefit

We clarify your expertise and create a communication strategy so you can:

• Make money by attracting clients or funding using a succinct explanation and compelling story
• Make more money by developing and selling training programs for target customers who may not otherwise use your services
• Save money by training employees and business collaborators to work more effectively
• Save time by understanding your own methodologies so you can better practice them
• Reduce risk of losing proprietary know-how when key contributors bow out, and others cannot replicate it

Examples of client successes

For a Silicon Valley entrepreneur who develops web sites for technology firms, we helped her more clearly articulate her signature approach to developing on-target, intuitive sites.

The client’s results are:

• Winning new customer engagements thanks to a succinct business development presentation that makes it easier to close deals
• Making more money and having more fun by adding a client training component to her service that allows her to focus on what she loves best—the strategic aspect of consulting, which is also more lucrative.

For a marketing development professional who consults with senior managers of large accounting firms, we devised a training strategy that develops two additional revenue streams.

The client’s results are:

• Additional income from two customer segments that would not otherwise be able to afford or access her consulting services
• More money and more fun with the ability to focus on business development and to better serve more target clients

For a firm providing funds to untested entrepreneurs, we captured their experts' process of quickly and accurately assessing the viability of business plans and developed a strategy for training more junior officers in the firm.

The client’s results are:

• Savings of time and therefore money by enabling junior officers to follow the same process as the experts
• Reducing the risk of funding the wrong ventures and missing the right ones